Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Filed as: EMPOWER TRUST COMPANY LLC Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: MERRILL LYNCH PIERCE FENNER & .00 S Service code 27 · EIN 93-1225432 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $0 |
Filed as: NATIONAL BENEFIT SERVICES INC Service code 13 · EIN 36-2998347 300 W ADAMS STE 415 · CHICAGO, IL 60606 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,023 | $29,670+38.3% | $56,054-26.8% | $80,911-49.3% |
| Participation rate | 78.0% | 41.7%+36.4pp | 52.5%+25.5pp | 67.6%+10.4pp |
| Annual return | 14.23% | 35.24%-21.0pp | 1705.95%-1691.7pp | 35.63%-21.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $556 | $1,227-54.7% | $1,952-71.5% | $4,297-87.1% |
| Admin fee / account holder | $385 | $2,431-84.2% | $2,822-86.4% | $6,935-94.5% |